Vendor Onboarding and Management Software

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Vendor Onboarding & Vendor Management


Vendor Onboarding + Vendor Management - customer logos

Make vendor onboarding super-easy and completely connected

Easy to use, easy to adapt - across teams and hierarchies

Vendor Onboarding and Vendor Management - Paperless onboarding

Add new vendors easily

Allow your vendor onboarding teams to collect, upload and sync documents digitally and paperlessly – while on the field. Route them to the verification team based on agent availability or any criteria of your choosing. Integrate with verification systems in real-time.

Live-track vendor performance

And suggest corrective actions accordingly. You can measure the performance of one vendor against others. Accordingly, trigger messages for vendors with tips to improve performance, and for account managers to take relevant action. Set tasks automatically for account managers as well.

Vendor tracking - Vendor onboarding + Vendor Management

Vendor Onboarding + Vendor Management - Upsell

Identify and act upon up-sell/cross-sell opportunities

Allow your team to identify and act upon upsell opportunities, using digital signals + manual activity addition.

For instance: Agents can add activities straight from their mobile app if they identify the need for a loan or insurance (if that’s one of your offerings for your vendors); tasks are then automatically created for the loan/insurance teams to connect with the vendor.

Keep your vendors engaged

As soon as a vendor meeting is over, you can automatically send meeting details, onboarding steps, tips to improve an existing vendor’s performance and more to the vendor based on the disposition of the meeting.

Vendor engagement - Vendor onboarding

Build a highly productive vendor onboarding team

Make it easy for them to plan their day, their week and their month

Productive vendor onboarding team - mobile CRM

Auto-plan your team's day

LeadSquared automatically plans your vendor onboarding agents’ day, including meetings in order of priority, best routes to follow, goals for the day and more. Increase your team’s productivity by auto-identifying possible meetings in their proximity.

Give dynamic forms for different verticals

Your vendor onboarding team might be divided by the product category or verticals that they handle. Dynamic forms make their work easy by displaying only the fields necessary for their particular vertical. This gives your team a clutter-free experience when they onboard a new vendor, reduces the chances of manual error and speeds up application.

Dynamic forms - Vendor Onboarding and Vendor Management

Vendor Onboarding - field tracking

Track your agents real-time

Track everything your vendor onboarding team does. There’s auto check-in for agents, geo-tracking to validate meetings, geofencing to identify location mismatch and ensure no meeting is misrepresented, and tracking of all the conversations and activities.

Connect all your teams involved in vendor onboarding

Set instant notifications, tasks and more for different teams

Automatically connect with verification team

As soon as the vendor onboarding team adds a new partner, you can route them to the verification team based on agent availability, vendor category, product category or any other criteria of your choosing. Integrate with verification systems in real-time. Approvals or rejections can then instantly happen.

Verification team - Vendor Onboarding and Management

Vendor Onboarding and Management - connected teams

Notify credits team when needed

If a payment is delayed by a vendor, this signal is picked up by the system, and the credits team is notified automatically to look into what’s going on. The credit team can then connect with the vendor to check the status or take the next suitable action

Track and act-upon vendor performance

Track the performance of your vendors and notify the respective vendor managers. They can in turn schedule follow-ups or performance review with the low-performing vendors, to discuss the reasons for low performance and corrective measures.

Connect vendor management teams - vendor onboarding

Vendor onboarding - easy staff training

Onboard your staff in a matter of minutes

Onboard your staff in minutes, not days. Collect documents, verify them and notify them with the joining instructions, all automatically. Get your staff started with their field CRM in minutes. Easy to adopt throughout the hierarchies and skill spectrum.

Dig deep into the performance of your vendor onboarding teams

Our call center efficiency per agent has increased by 60%

Smart views help our agents intercept all the incoming requests quickly & call the patient in a few minutes, reducing the decision-making time. Automation handles all our lead management activities, from lead allocation to lead prioritization. Plus, our daily call center efficiency per agent has increased by 60%.


Siddhartha Nihalani

AVP - Engineering, Practo

Build an effective vendor onboarding team